Preparing for End‑of‑Year Rollover in PowerSchool Special Programs

[#1]

End‑of‑Year rollover in PowerSchool Special Programs transitions your database from one school year to the next. Preparing in advance will help ensure data accuracy, and a smoother start to the new school year. 

In this article, we will review best practices for confirming rollover timing, finalizing documents, and reviewing key configuration settings within Special Programs. 

As the school year comes to a close, End‑of‑Year (EOY) rollover is a critical step for districts using PowerSchool Special Programs. Rollover impacts documents, profiles, calendars, and system settings that support compliance and daily workflows. Taking time to prepare before rollover helps districts avoid common issues and confidently transition into the next school year. 

An in-depth walkthrough can be found in our PowerSchool Community. 

What is End‑of‑Year rollover in PowerSchool Special Programs End‑of‑Year rollover is the process that transitions the Special Programs database from one school year to the next. It can be completed manually or scheduled to run automatically and should be completed before the new school year begins. 

The Rollover process updates school year settings and determines how new documents and data are associated with the upcoming year. You must be logged in as a System Administrator to perform rollover tasks. 

What should districts do before running EOY rollover? Before running rollover, you should confirm rollover timing and ensure all critical data is finalized. This includes completing required state or federal reporting and verifying that Special Programs documents are set to the correct status. Our recommended best practice is to have documents in a “Final” status before the rollover process begins. 

Note: Documents left in Draft or Review may have fields such as grade, school, or age updated automatically when the database rolls forward, which can impact reporting accuracy.  

How does SIS integration affect rollover decisions? For districts integrated with a Student Information System (SIS), grade levels are updated in the SIS, which is the authoritative source. We recommend not manually advancing grade levels in Special Programs for these districts. 

Districts without SIS integration can manually advance grade levels after the automatic rollover has occurred. Understanding your integration setup helps prevent data conflicts during rollover. 

Special Note: For eSchoolPlus SIS users, disable integration before executing any End of Year process, and then set a reminder to re-enable integration afterward so you don’t forget! 

What configuration settings should be reviewed after rollover? After rollover, districts should review and update several configuration settings to prepare for the new school year. These include marking periods, messaging settings, calendar settings, Globals, and allowable years for new documents. 

Best practice is to review these settings after rollover to ensure timelines, communications, and workflows align with district needs for the upcoming year. 

Get ready for End‑of‑Year rollover 

Explore detailed guidance, best practices, and training resources to help your district complete rollover and prepare for the next school year with confidence. 

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[#3]

End‑of‑Year rollover in PowerSchool Special Programs transitions your database from one school year to the next. Preparing in advance will help ensure data accuracy, and a smoother start to the new school year. 

In this article, we will review best practices for confirming rollover timing, finalizing documents, and reviewing key configuration settings within Special Programs. 

As the school year comes to a close, End‑of‑Year (EOY) rollover is a critical step for districts using PowerSchool Special Programs. Rollover impacts documents, profiles, calendars, and system settings that support compliance and daily workflows. Taking time to prepare before rollover helps districts avoid common issues and confidently transition into the next school year. 

An in-depth walkthrough can be found in our PowerSchool Community. 

What is End‑of‑Year rollover in PowerSchool Special Programs End‑of‑Year rollover is the process that transitions the Special Programs database from one school year to the next. It can be completed manually or scheduled to run automatically and should be completed before the new school year begins. 

The Rollover process updates school year settings and determines how new documents and data are associated with the upcoming year. You must be logged in as a System Administrator to perform rollover tasks. 

What should districts do before running EOY rollover? Before running rollover, you should confirm rollover timing and ensure all critical data is finalized. This includes completing required state or federal reporting and verifying that Special Programs documents are set to the correct status. Our recommended best practice is to have documents in a “Final” status before the rollover process begins. 

Note: Documents left in Draft or Review may have fields such as grade, school, or age updated automatically when the database rolls forward, which can impact reporting accuracy.  

How does SIS integration affect rollover decisions? For districts integrated with a Student Information System (SIS), grade levels are updated in the SIS, which is the authoritative source. We recommend not manually advancing grade levels in Special Programs for these districts. 

Districts without SIS integration can manually advance grade levels after the automatic rollover has occurred. Understanding your integration setup helps prevent data conflicts during rollover. 

Special Note: For eSchoolPlus SIS users, disable integration before executing any End of Year process, and then set a reminder to re-enable integration afterward so you don’t forget! 

What configuration settings should be reviewed after rollover? After rollover, districts should review and update several configuration settings to prepare for the new school year. These include marking periods, messaging settings, calendar settings, Globals, and allowable years for new documents. 

Best practice is to review these settings after rollover to ensure timelines, communications, and workflows align with district needs for the upcoming year. 

Get ready for End‑of‑Year rollover 

Explore detailed guidance, best practices, and training resources to help your district complete rollover and prepare for the next school year with confidence. 

Was this Article Helpful?

• Kudo this article if you found it helpful. It will help others find this resource.
• Comment directly on this article to request clarification or share feedback about the content of the article.
• Use the product-specific forum for questions not directly related to this article.

[#4]

End‑of‑Year rollover in PowerSchool Special Programs transitions your database from one school year to the next. Preparing in advance will help ensure data accuracy, and a smoother start to the new school year. 

In this article, we will review best practices for confirming rollover timing, finalizing documents, and reviewing key configuration settings within Special Programs. 

As the school year comes to a close, End‑of‑Year (EOY) rollover is a critical step for districts using PowerSchool Special Programs. Rollover impacts documents, profiles, calendars, and system settings that support compliance and daily workflows. Taking time to prepare before rollover helps districts avoid common issues and confidently transition into the next school year. 

An in-depth walkthrough can be found in our PowerSchool Community. 

What is End‑of‑Year rollover in PowerSchool Special Programs End‑of‑Year rollover is the process that transitions the Special Programs database from one school year to the next. It can be completed manually or scheduled to run automatically and should be completed before the new school year begins. 

The Rollover process updates school year settings and determines how new documents and data are associated with the upcoming year. You must be logged in as a System Administrator to perform rollover tasks. 

What should districts do before running EOY rollover? Before running rollover, you should confirm rollover timing and ensure all critical data is finalized. This includes completing required state or federal reporting and verifying that Special Programs documents are set to the correct status. Our recommended best practice is to have documents in a “Final” status before the rollover process begins. 

Note: Documents left in Draft or Review may have fields such as grade, school, or age updated automatically when the database rolls forward, which can impact reporting accuracy.  

How does SIS integration affect rollover decisions? For districts integrated with a Student Information System (SIS), grade levels are updated in the SIS, which is the authoritative source. We recommend not manually advancing grade levels in Special Programs for these districts. 

Districts without SIS integration can manually advance grade levels after the automatic rollover has occurred. Understanding your integration setup helps prevent data conflicts during rollover. 

Special Note: For eSchoolPlus SIS users, disable integration before executing any End of Year process, and then set a reminder to re-enable integration afterward so you don’t forget! 

What configuration settings should be reviewed after rollover? After rollover, districts should review and update several configuration settings to prepare for the new school year. These include marking periods, messaging settings, calendar settings, Globals, and allowable years for new documents. 

Best practice is to review these settings after rollover to ensure timelines, communications, and workflows align with district needs for the upcoming year. 

Get ready for End‑of‑Year rollover 

Explore detailed guidance, best practices, and training resources to help your district complete rollover and prepare for the next school year with confidence. 

Was this Article Helpful?

• Kudo this article if you found it helpful. It will help others find this resource.
• Comment directly on this article to request clarification or share feedback about the content of the article.
• Use the product-specific forum for questions not directly related to this article.